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Sanctuary Wealth

<div>JOB TITLE: Operations Analyst
REPORTS TO: Director of Operations
LOCATION: Portland, OR or Indianapolis, IN
SUMMARY
The Operations Analyst plays a key role in supporting tru Independence RIAs by ensuring the accuracy, efficiency, and reliability of our portfolio accounting and reporting systems. This client-facing, detail-oriented role is responsible for database setup, data integrity oversight, performance reporting, workflow development, and day-to-day support across Advyzon and Black Diamond.
ESSENTIAL DUTIES AND RESPONSIBILITIES<ul><li>Setup unique instances of Advyzon databases for onboarding firms, including all settings, branding, asset classifications, reporting templates, portal/app templates, CRM structure, investment models and trading processes, workflows, third-party integrations, etc.</li><li>Provide training and ongoing support to RIAs on portfolio accounting systems and related tools</li><li>Perform daily, weekly, monthly and quarterly audits to ensure data integrity for billing and reporting</li><li>Develop and maintain procedures related to portfolio accounting system and CRM maintenance</li><li>Set up and maintain integrations with AI tools, financial planning software, investment research programs, and other third-party applications</li><li>Manage and resolve client support requests through the service ticketing system, using virtual communication tools (Zoom, Teams, email) to provide responsive, clear, and client-focused support</li><li>Partner with portfolio accounting system vendors to troubleshoot issues, identify bugs, test enhancements, and advocate for product improvements</li><li>Collaborate with other internal teams, like Billing, Compliance, Technology and Relationship Management to deliver a seamless client experience</li><li>Identify and drive initiatives geared toward improving operational efficiency, data quality, and the client experience</li><li>Continuously expand skills and expertise within Advyzon, Black Diamond, and related applications</li></ul>
KNOWLEDGE SKILLS AND ABILITIES<ul><li>Experience with portfolio accounting systems such as Advyzon or Black Diamond</li><li>Intermediate to advanced Excel spreadsheet proficiency</li><li>Positive attitude, strong work ethic, and ability to thrive in a fast-paced environment</li><li>Excellent written and verbal communication skills; ability to explain technical concepts clearly.</li><li>Experience with rebalancing and trading applications a plus</li><li>Experience with Investment industry CRM applications preferred</li><li>Strong analytical and problem-solving skills with a high attention to detail.</li><li>Ability to manage multiple priorities and take ownership of deliverables</li><li>Custodian experience a plus (Schwab, Fidelity, Pershing)</li></ul>
EDUCATION<ul><li>Bachelor&rsquo;s Degree or combination of industry experience and education required</li><li>1+ years&rsquo; experience working in the independent financial services space</li></ul></div>

Operations Analyst

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Sanctuary Wealth

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Operations Analyst